Charles Schwab Corporation shares owned by NewEdge Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 83k | 93.68 |
| 2025-06-30 | $7.7M | 81k | 95.99 |
| 2025-03-31 | $6.0M | 77k | 78.28 |
| 2024-12-31 | $5.5M | 74k | 74.01 |
| 2024-09-30 | $5.3M | 82k | 64.81 |
| 2024-06-30 | $7.9M | 107k | 73.69 |
| 2024-03-31 | $23M | 302k | 75.33 |
| 2023-12-31 | $19M | 282k | 68.80 |
| 2023-09-30 | $22M | 395k | 54.90 |
| 2023-06-30 | $20M | 348k | 56.68 |
| 2023-03-31 | $16M | 308k | 52.38 |
| 2022-12-31 | $247k | 3.0k | 83.27 |
| 2022-09-30 | $211k | 2.9k | 71.82 |
| 2022-06-30 | $371k | 5.9k | 63.21 |